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For Customer level only Import Format is as follows if you want to enter one amount for the whole year and the import will automatically divide the amount across all 12 months.
Customer_ID
Forecast_Year
Target_Sales_Value
Forecast_Sales_Value
For Customer level only having separate Targets and Forecasts for each month, this has two import formats:
Format 1 - An Excel row one per customer and month.
Customer_ID
Forecast_Date (one record per accounting month)
Target_Sales_Value
Forecast_Sales_Value
For Customer level only Import Format is as follows if you want to enter one amount for the whole year and the import will automatically divide the amount across all 12 monthsFormat 2 - An Excel row one per customer and the 12 Target and Forecasts months as columns.
Customer_ID
Forecast_Year
Target_Sales_Value
Forecast_Sales_Value
Target_Period1
Target_Period2
Target_Period3
Target_Period4
Target_Period5
Target_Period6
Target_Period7
Target_Period8
Target_Period9
Target_Period10
Target_Period11
Target_Period12
Forecast_Period1
Forecast_Period2
Forecast_Period3
Forecast_Period4
Forecast_Period5
Forecast_Period6
Forecast_Period7
Forecast_Period8
Forecast_Period9
Forecast_Period10
Forecast_Period11
Forecast_Period12
For Customer/Product Level Import Format is as follows:
Customer_ID
Product_ID
Forecast_Date (one record per accounting month)
Target_Qty
Forecast_Qty
Sales_Price
Cost_Price
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